经济观察网 根据公开信息，信宇人（688573）近期有以下值得关注的事件，基于最新公告和市场数据 整理： 业绩经营情况 公司状况 公司拟聘任上会会计师事务所为2025年度审计机构，该事项需股东会审议，但相关公告发布日期为2025 年11月23日，后续进展需以最新公告为准。 以上事件基于公开信息总结，具体细节请以公司正式公告为准。 以上内容基于公开资料整理，不构成投资建议。 公司已于2026年1月30日发布业绩预告，预计2025年全年归属于母公司所有者的净利润亏损4亿元至4.8 亿元，扣除非经常性损益的净利润亏损4.1亿元至4.9亿元。正式年报尚未披露，需关注后续审计报告。 公司状况 2026年1月23日，信宇人新增钙钛矿电池概念，原因为其水汽阻隔封装膜在柔性钙钛矿领域进入测试评 估阶段。 ...

近期起点研究院SPIR发布了《2026全球锂电白皮书报告》，报告数据显示，2025年度中国锂电极片及电芯干燥设备市场份额TOP7企业为：河南鼎能电子、大族贝金、瑞 昇新能源、时代高科、大成精密、愚公高科以及信宇人。 TOP1:鼎能电子 河南鼎能电子科技有限公司成立于2014年，是一家致力于新能源智能装备和非标自动化设备的研发、生产为一体的国家高新技术企业。公司自主研发的锂电池全自动干燥 线，开创了锂电池干燥工序的高精度、高一致性、高效率的全新阶段，同时实现了整个工序的无人化和信息的全程可溯。公司在高精密锂电实验设备、实验室整套解决方案等 方面处于行业领先水平，与北京大学、清华大学、加利福尼亚大学以及中科院、北京自动化研究所等多所高校和科研机构建立了长期合作，并与郑州大学共建校企联合培养基 地。鼎能科技目前拥有深圳市鹏翔运达机械科技有限公司、郑州鼎能实业有限公司和商丘市吉研科技有限公司三家子公司。 企业简介： TOP2:大族贝金 企业简介： 深圳市大族贝金装备有限公司，前身为2018年成立的深圳富创得有限公司，随着业务快速扩张，大族富创得团队于2022年创立深圳市大族贝金装备有限公司，大族贝金一 直致力于为客户 ...

Group 1 - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -480 million and -400 million yuan, indicating an increase in losses compared to the previous year [3] - The net profit excluding non-recurring gains and losses is projected to be between -490 million and -410 million yuan [3] - The previous year's net profit attributable to shareholders was -63.26 million yuan, with a total profit of -73.49 million yuan [4] Group 2 - The decline in profitability is attributed to changes in product and customer structure, as well as intensified market competition due to oversupply in the lithium battery industry, leading to lower product prices and reduced gross margin [6] - The company has conducted a comprehensive impairment test on inventory, resulting in increased asset impairment losses due to new inventory impairment provisions [6] - Difficulties in customer payments have lengthened accounts receivable aging, significantly increasing the provision for bad debts compared to the previous year [7] Group 3 - The company plans to enhance operational efficiency, optimize costs and expenses, improve customer structure, and strengthen collection efforts on accounts receivable to gradually increase gross margin and improve profitability [7]

公司2025年度产品及客户结构均有所变化，且受锂电行业产能过剩影响市场竞争激烈，产品价格持续低 迷，导致本年度公司的综合毛利和毛利率有所下滑。 智通财经APP讯，信宇人(688573.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所 有者的净利润为-48,000万元到-40,000万元，与上年同期(法定披露数据)相比，亏损增加;预计归属于母 公司所有者的扣除非经常性损益的净利润为-49,000万元到-41,000万元。 ...

公司2025年度产品及客户结构均有所变化，且受锂电行业产能过剩影响市场竞争激烈，产品价格持续低 迷，导致本年度公司的综合毛利和毛利率有所下滑。 格隆汇1月30日丨信宇人(688573.SH)公布，经公司财务部门初步测算，预计2025年年度实现归属于母公 司所有者的净利润为-48,000.00万元到-40,000.00万元，与上年同期（法定披露数据）相比，亏损增加； 预计归属于母公司所有者的扣除非经常性损益的净利润为-49,000.00万元到-41,000.00万元。 ...

Financial Performance - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between -480 million and -400 million RMB, indicating an increase in losses compared to the previous year [4]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -490 million and -410 million RMB [4]. - In the same period last year, the net profit attributable to shareholders was -63.26 million RMB, and the net profit after deducting non-recurring gains and losses was -79.27 million RMB [6]. - The company reported a total loss of -73.49 million RMB last year [6]. Factors Affecting Profitability - The decline in profitability is attributed to changes in product and customer structure, as well as intensified market competition and low product prices due to oversupply in the lithium battery industry [8]. - The company has increased provisions for inventory impairment losses due to a comprehensive impairment test on inventory [9]. - The aging of accounts receivable has led to a significant increase in bad debt provisions compared to the same period last year [9]. Future Plans and Cautions - The company plans to improve operational efficiency, optimize costs, and enhance accounts receivable collection efforts to stabilize gross margins and improve profitability [9]. - The financial data provided is preliminary and has not been audited by an accounting firm, with the final figures to be disclosed in the audited annual report [10][11]. - Investors are advised to be cautious regarding investment risks as the forecast is based on the company's internal assessments [11].

信宇人公告，预计2025年年度实现归属于母公司所有者的净利润为-4.8亿元到-4亿元，与上年同期相比 亏损增加。预计归属于母公司所有者的扣除非经常性损益的净利润为-4.9亿元到-4.1亿元。公司2025年 度产品及客户结构均有所变化，且受锂电行业产能过剩影响市场竞争激烈，产品价格持续低迷，导致本 年度公司的综合毛利和毛利率有所下滑。 ...

信宇人公告称，预计2025年年度归属于母公司所有者的净利润为-4.80亿元到-4.00亿元，与上年同期 的-6326.40万元相比，亏损增加；扣非净利润为-4.90亿元到-4.10亿元。业绩下滑主因是产品及客户结构 变化、锂电行业产能过剩致产品价格低迷，综合毛利和毛利率下滑；新增存货跌价计提致资产减值损失 增加；客户回款困难使坏账计提金额大幅增加。公司将采取系列举措提升盈利能力。 ...

Group 1 - The lithium battery industry is entering an accelerated expansion phase, with major companies starting a new round of capital expenditures in 2025, and 2026 is expected to see record-high capex investments [1] - The demand for lithium batteries has consistently exceeded expectations in recent years, leading to order overflow from major manufacturers due to insufficient capacity, with an estimated additional production capacity of nearly 1 TWh expected in 2026 [1] - Major lithium battery manufacturers are currently initiating equipment tenders, with hundreds of GWh of orders already visible, and further orders of around 100 GWh are anticipated [1] Group 2 - Orders for lithium battery equipment have reached new highs, with most equipment manufacturers showing positive year-on-year growth in contract liabilities, and many have surpassed historical peaks [2] - The strong order situation in the lithium battery equipment sector is expected to continue into 2026, although profitability improvements may not be realized until 2026 [2] Group 3 - Progress has been made in the research and development of solid-state batteries, with a shift in focus towards cost reduction and efficiency improvements in equipment, laying the groundwork for future testing of solid-state batteries [3] - Major battery manufacturers are expected to begin constructing pilot lines for solid-state batteries in 2026, which will create additional demand and opportunities for equipment companies [3] Group 4 - Companies to watch in this sector include XianDao Intelligent (300450.SZ), XianHui Technology (688155.SH), LianYing Laser (688518.SH), HaiMuXing (688559.SH), DeLong Laser (688170.SH), ST YiFei (688646.SH), YingHe Technology (300457.SZ), HangKe Technology (688006.SH), and XinYuRen (688573.SH) [4]

Market Overview - The Shanghai Composite Index closed at 4120.10 points, above the annual line, with a change of 0.16% [1] - The total trading volume of A-shares reached 1,645.83 billion yuan [1] Stocks Above Annual Line - A total of 61 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] - The stocks with the highest deviation rates include: - Huawi Design (华维设计) with a deviation rate of 24.42% - Hualing Co. (华岭股份) at 5.51% - Huilong Piston (汇隆活塞) at 4.81% [1] Detailed Stock Performance - The following table summarizes the performance of selected stocks that have crossed the annual line: - Huawi Design (华维设计): Today's change of 29.96%, turnover rate of 26.39%, annual line at 14.64 yuan, latest price at 18.22 yuan [1] - Hualing Co. (华岭股份): Today's change of 12.70%, turnover rate of 9.21%, annual line at 24.90 yuan, latest price at 26.27 yuan [1] - Huilong Piston (汇隆活塞): Today's change of 18.06%, turnover rate of 13.30%, annual line at 9.86 yuan, latest price at 10.33 yuan [1] - Other notable stocks include: - Wuhan Fangu (武汉凡谷) with a deviation rate of 4.17% - Meirui New Materials (美瑞新材) with a deviation rate of 3.81% [1] Additional Stocks with Minor Deviations - Stocks with smaller deviation rates that have just crossed the annual line include: - Gongdong Medical (拱东医疗) and Chongqing Gas (重庆燃气) [1] - The performance of these stocks indicates a cautious upward trend in the market [1]